John Reid with RP 2017 Pension award

Retirement Planner Awards 2017

The Professional Adviser Retirement Planner Awards 2017 results were announced on Tuesday 20th June 2017. Chaired by Deborah Benn, the judging panel comprised financial services and retirement specialist Nigel Barlow, Jane Finnerty, joint chair of the Society of Later Life Advisers, Lawrence Gosling, group editorial director of Incisive Media, Chris Hannant, director general of the Association of Professional Financial Advisers, Tish …

Best Practice Adviser Award

Best Practice Adviser Awards

Best Practice Adviser Awards The background Best Practice Adviser Awards For this years Best Practice Adviser Awards, eight categories were created for advisers across six global regions. The awards were hosted at The Waldorf Hilton Hotel in London on Wednesday 21 September 2016. Competition was tough as the advisory firms know that only the very best reach this high level …

Regular saving

Regular saving

Why are offshore regular saving plans so disastrous for most clients? If you are, or thinking about, saving regular amounts, typically monthly, then how can you avoid a sensible idea turning into a nightmare? The background We are often approached by clients that have been recommended an offshore regular saving plan by their local financial adviser. They have been promised …